Steve Moss

Certified Public Accountant
smoss@holdenmoss.com

Steve received a Bachelor of Science degree in Business Administration and Accounting from the University of North Carolina at Chapel Hill.

Steve is a licensed Certified Public Accountant and a member of the American Institute of CPAs as well as the NC Association of CPAs. Steve is a recipient of the Certificate of Educational Achievement in Tax Planning and Advising for Closely-Held Businesses awarded by the American Institute of CPAs. Governor James Martin appointed Steve to the NC State Board of CPA Examiners for two terms, a total of six years; five of which he also served as President of the Board and Chairman of the Professional Standards Committee.

In addition to being a CPA, Steve is a Certified Leadership Coach with Scaling Up | Rockefeller Habits | Gazelles, and a Certified Tax Coach.

Steve has been a speaker at various annual meetings, including the National Association of Convenience Stores, the NC Association of School Business Officers, and the NC Association of CPAs. Steve has served as an independent director of the Hatteras Funds, a family of SEC-registered investment funds, since its inception in 2003.

Steve’s passions include:

• Developing tax and business strategies that work for businesses and individuals.
• Tax Strategy – real ideas that save taxes.
• Business strategies and frameworks to scale up or turn around a business.
• Strategic Assessments – more ideas and observations for a more profitable, valuable business.
• Monitoring – someone to watch your back.
• No surprises – particularly 11th-hour calls that you have a balance due.
• Plain talk, not tech jargon.

Steve loves his wife Kim and their family (4 kids and 8 grandkids). He enjoys Nordic walking or Peloton workouts. He loves to read and research anything curious. Steve enjoys smoking brisket, Texas-style, on a Cookshack smoker. They have a small wine collection and love food paired with wine. He will tell you he and his wife are unabashedly red wine snobs. Other things that bring Steve joy include, the beach, movies, great music, the purr of a powerful, turbocharged, V-8 gas engine... And yes, two Yorkies and Maggie the golden doodle keeping him on his toes.